+143.3%
DELL vs SIRI
+59.9%
+83.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +8.4% | -17.3% | -9.1% |
| 7D | -24.6% | +22.3% | -46.8% | -25.9% |
| 30D | -32.5% | +26.9% | -59.4% | -34.2% |
| 3M | -20.2% | +9.6% | -29.8% | -20.7% |
| 6M | +76.5% | +27.2% | +49.3% | +66.2% |
| YTD | +198.9% | +72.4% | +126.5% | +154.6% |
| 1Y | +143.3% | +59.9% | +83.4% | +117.5% |
| All | +143.3% | +59.9% | +83.5% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling